Grow Your Business

Alliance for Lifetime Income Launches Index to Track Americans’ Retirement Income

The Alliance for Lifetime Income has launched the “Protected Lifetime Income Index,” a research initiative designed to track how effectively American households are planning to secure retirement income that will last their entire lives. With the Index, the Alliance is urging Americans to consider a new category of retirement planning — “protected retirement income” – or lifetime income they can’t ...

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NAIFA’s Diversity Symposium Offers Help in Finding Success in the Women’s Market

  NAIFA’s recent Diversity Symposium was a valuable source of information about an important market segment for agents and financial advisors—women. Held during the association’s Performance + Purpose Conference in San Antonio last month, the symposium brought together industry experts, leaders and visionaries who shared time-tested solutions for attracting women to the financial-services industry and proven techniques for working successfully ...

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LGBTQ Pre-Retirees and Retirees Express Need to Preserve Retirement Savings But Take More Investment Risk

Compared to other retirees and pre-retirees, lesbian, gay, bisexual, transgender, queer or questioning (LGBTQ) Americans are more inclined to see a need to preserve their retirement savings yet are more likely to take bigger risks when it comes to investing, according to a new study from Massachusetts Mutual Life Insurance Co. Retirees and pre-retirees who are LGBTQ are more likely ...

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NAIFA P+P Educational Session: What Are You Saying? The Ins and Outs of Effective Communication

Cheryl Canzanella, LUTCF, presented the educational session “What Are You Saying? The Ins and Outs of Effective Communication” sponsored by Women in Financial Services at NAIFA’s Performance + Purpose conference. She used the “Four Temperaments Test,” available at www.openpsychometrics.org, to explain the attributes of four basic human temperaments and provide guidance to understanding attendees’ own true traits and identifying strengths ...

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NAIFA P+P Educational Session: It’s All About Relationships

Long-time NAIFA leaders Scotty Brennan and Peter Browne provided insights from their years of experience to attendees at NAIFA’s Performance + Purpose educational session, “It’s All About Relationships.” Brennan said that attaining success as an insurance and financial advisor is not easy, so it is crucial for those in the profession to build strong relationships with their colleagues. NAIFA, he ...

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Responding to the Peaks and Valleys of the Business

During one of the educational workshops held at NAIFA’s Performance + Purpose Conference in San Antonio, attendees received some words of inspiration from two NAIFA members who overcame several obstacles before enjoying a high level of professional success. The attendees learned some valuable lessons about the importance of persistence and staying the course. At the age of 23, Barjes Angulo ...

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NAIFA’s P+P Offers Tips for Attracting and Retaining Multicultural Agents

At NAIFA’s Performance + Purpose Conference currently under way in San Antonio, financial professionals received some helpful hints for attracting and retaining culturally diverse agents in their practices from two industry experts, Aamir Chalisa and Ali Agha, both members of NAIFA’s Diversity Task Force. Chalisa is Managing Director with Futurity First Insurance Group and Agha is Senior Development Manager at ...

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NAIFA P+P: Fast & Furious Sales Ideas With the Life Insurance Legends Panel

A quartet of life insurance legends – Marv Feldman, Van Mueller, Jim Silbernagel, and John Wheeler – offered attendees at NAIFA’s Performance + Purpose conference in San Antonio a lightning round panel discussion of fast and furious sales ideas. The overarching theme presented by the panelists was that successful agents and advisors focus on what products do, not what they ...

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NAIFA P+P Educational Session – While She Was Sleeping: The Importance of DI Insurance

On September 20, 2014, Jeff Kyle’s wife, Suzie, a 40-year-old mother of two with no known risk factors, had a stroke as she slept in a vacation cabin near Mount St. Helens in Castle Rock, Washington. Kyle and a family friend rushed Suzie to the hospital, where doctors determined that she had previously suffered an initial stroke no one had ...

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NAIFA Presents “Planning Your Future,” a Collaboration With ITN Productions

In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions have produced a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex financial choices to achieve their dreams and secure their future. Watch the program and get additional resources at ...

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